Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Sell
17,284
-2,978
-15% -$72.8K 0.01% 504
2025
Q1
$561K Buy
20,262
+411
+2% +$11.4K 0.02% 418
2024
Q4
$648K Buy
19,851
+135
+0.7% +$4.41K 0.02% 540
2024
Q3
$707K Buy
19,716
+1,060
+6% +$38K 0.02% 496
2024
Q2
$653K Buy
18,656
+305
+2% +$10.7K 0.02% 517
2024
Q1
$555K Sell
18,351
-119
-0.6% -$3.6K 0.02% 584
2023
Q4
$556K Sell
18,470
-988
-5% -$29.7K 0.02% 556
2023
Q3
$500K Sell
19,458
-3,646
-16% -$93.7K 0.02% 539
2023
Q2
$710K Buy
23,104
+638
+3% +$19.6K 0.02% 499
2023
Q1
$659K Buy
22,466
+1,296
+6% +$38K 0.02% 501
2022
Q4
$569K Buy
+21,170
New +$569K 0.02% 519